Commercial Account Manager

POSITION SUMMARY:

The Commercial Lines Account Manager is accountable for managing a book of business that is complex to handle and generates substantial revenue that is critical to the company operations. This position is expected to regularly exercise independent judgment and discretion on matters of significance by assisting Producer in handling renewal of existing accounts, sale of new accounts, and rounding of existing accounts. The Commercial Lines Account Manager consistently contributes to meeting and exceeding established client retention goals, with minimum supervision from the producer or commercial manager. The Account Manager is a reliable contributor to the organization as well as a consistent performer with a positive work ethic and continuous pursuit of professional development. This position is expected to build and maintain positive relationships with internal and external clients, as well as mentor team members by providing frequent opportunity for them to learn and grow, being instrumental in leading a unit to top performance.

ESSENTIAL DUTIES & RESPONSIBILITIES:

         Manage Renewal Process

         Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts

         Communication/Client Service (internal & external clients)

         AMS360 Agency Management System

         Problem Solving including abstract reasoning

         Client claims management

         Manage client accounts receivables/payables

         Time management and organization

         Professional Growth and Development

         Ability to work overtime hours, as needed

         Must have flexibility to travel for out-of-town meetings with or without producer accompaniment

         Accept other duties as assigned by management

KNOWLEDGE, SKILLS AND ABILITIES:

         Current Florida 2-20 License

         College degree; or 3 years related experience and/or training; or equivalent combination of education and experience desirable

         Professional Insurance Designations preferred, or willingness to obtain

         Extensive knowledge of commercial policy contracts/coverages

         Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage

         Extensive understanding of the regulatory, legislative and legal issues surrounding critical commercial situations, including understanding of marketplace and market conditions

         Advanced knowledge of software programs (Outlook, Word, Excel, PDF) and Internet environments

         Ability to maintain and organize electronic files on the company document management system

         Working knowledge of AMS360 Agency Management System or willingness to learn

         Recognize the major products and services that Certisure Insurance provides clients

         Strong analytical skills and ability to manage multiple tasks

         Strong organizational skills with high attention to detail

         Responsive and self-motivated team player

         Strong reasoning and analytical skills, business writing skills with excellent telephone skills and knowledge of email etiquette

Current Openings for Commercial Account Manager Jobs at CertiPay

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